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Schwab U.S Small- Cap ETF

1,157 hedge funds and large institutions have $6.7B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 415 increasing their positions, 474 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
926
Astra Wealth Partners
New Jersey
$216K
FBC
927
Fairfield, Bush & Co
Connecticut
$216K
AL
928
ADE LLC
Maryland
$215K
HCWM
929
Hidden Cove Wealth Management
Washington
$213K
BHWM
930
Beaird Harris Wealth Management
Texas
$212K
QPWM
931
Quadrant Private Wealth Management
Pennsylvania
$211K
HIM
932
Harbour Investment Management
Washington
$211K
ESB
933
Essex Savings Bank
Connecticut
$210K
BBW
934
Blue Barn Wealth
Utah
$209K
TWM
935
Topsail Wealth Management
North Carolina
$207K
JBW
936
Journey Beyond Wealth
Georgia
$206K
AIMC
937
Alley Investment Management Company
Illinois
$206K
BCM
938
Becker Capital Management
Oregon
$204K
PWM
939
PTM Wealth Management
United States
$204K
AA
940
Apriem Advisors
California
$203K
TIM
941
Total Investment Management
Arizona
$203K
GWMR
942
GC Wealth Management RIA
Massachusetts
$203K
MFA
943
Mayflower Financial Advisors
Massachusetts
$203K
MA
944
Modus Advisors
Minnesota
$202K
BFM
945
Broadview Financial Management
Wisconsin
$202K
NSG
946
Nalls Sherbakoff Group
Tennessee
$202K
IPA
947
Investment Planning Advisors
Georgia
$201K
EWM
948
Evercore Wealth Management
New York
$201K
GWAM
949
Guardian Wealth Advisors (Minnesota)
Minnesota
$201K
BTI
950
Blue Trust Inc
Georgia
$199K